Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault 2026 Alternative Investments Outlook and Select Sector Reports
Blue Vault’s 2026 Alternative Investments Outlook provides market insights, sector analysis, and perspectives from leading alternative investment sponsors.
All Blue Vault Q1 2026 Nontraded REIT Performance Reports are Now Available
Blue Vault has published all 40 Nontraded REIT Individual Performance Pages for Q1 2026.
Carlyle Announces Expansion of its Capabilities in the Aerospace, Defense & Government and Industrial Sectors Through a Dedicated Middle-Market Platform
Carlyle has invested across the Aerospace, Defense, Government and Industrial sectors for more than 35 years.
All Blue Vault Q1 2026 Nontraded BDC Performance Reports Now Available
Blue Vault has the performance data advisors need to evaluate Nontraded BDCs.
Recent News
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Answer: In the second quarter of 2025, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest annual management fee of all nontraded...
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by H.I.G. Capital (H.I.G.), a leading global alternative investments firm with $70 billion of capital...
Eagle Point and Apple Bank Establish Newton Commercial Finance, a New Platform for Infrastructure Project and Equipment Financing
Eagle Point Eagle Point Credit Management LLC (“Eagle Point”), a private credit investment manager and Apple Bank, a New York–based regional bank providing consumer,...
ExchangeRight All-Cash 14 DST Fully Subscribed, Expanding Essential Income REIT Pipeline
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 14 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Dave Langdale as Chief Revenue Officer for the company’s U.S. Private Banking business, effective Jan. 1, 2026....
Ares Management Acquires Stake in Diversified U.S. Energy Portfolio from EDPR
Ares Management Corporation Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today that a fund managed by the...
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
It’s traditional in lease negotiations for the owner of an office building to ask a prospective tenant to show proof that they are in good financial standing and can be expected to pay rent every month….
New REITs Proliferate in Anticipation of Further Decline in Property Values
Four major investment firms have taken steps this month to set up nontraded real estate investment trusts so they can swoop in when property values finally adjust to a new economic reality of significantly reduced prices. The filings with the Securities and Exchange Commission by Sculptor Capital Management, ExchangeRight, EQT Exeter and Invesco Real Estate…
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US hotel performance improved in all three metrics during the week ended July 15, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets. Occupancy increased to 72.0% from 61.8% a week earlier and was up 0.1% from the comparable week in 2022.
Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor’s perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
We recently caught up with Alliance 160’s Amanda Teeple to discover ways that institutional alternatives offerings can be packaged for RIA firms, broker-dealers and family offices. Alliance 160, a strategic consultancy that provides critical support for institutional alts managers seeking to develop products that adhere to compliance guidelines for the independent broker-dealer (IBD) and Registered Investment Advisor (RIA) channels, sees intensifying growth opportunities.
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private funds while offering the potential to generate higher total returns…
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US public pensions have boosted their exposure to private equity to $622 billion, the highest in at least two decades, as part of a push for higher investment returns, according to a new report by the Equable Institute…
UK takeover wave rolls on with £470 million bid for fund manager Gresham House
Shareholders in alternative asset manager Gresham House (GHE) will be popping the champagne corks today after the firm revealed it had agreed a buyout by private investment group Searchlight at £11.05 per share, a 63% premium to its last price.
BREIT forges ahead on comeback trail: Blackstone fund posted strongest return in 10 months after limiting withdrawals
Blackstone’s real estate investment trust continued its climb out from under a mass of redemption requests that landed in recent months, with June posting its strongest returns in nearly a year.
Newly Formed BGO Industrial REIT Acquires Interest In 9.4M SF Portfolio
BGO Industrial Real Estate Income Trust, a nontraded REIT formed by investment management firm BentallGreenOak, acquired an interest in a 9.4M SF industrial “seed portfolio” of 29 buildings in the Midwest.










